Institutional Ownership Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV). We have compiled data on the 1,445 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,192
shares
|
$485,503
0.04% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
5,170
shares
|
$483,446
0.18% of portfolio
|
Q1 2025
Added 95.09%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
5,165
shares
|
$482,979
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,139
shares
|
$480,547
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
5,136
shares
|
$480,267
0.28% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
5,134
shares
|
$480,080
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
5,122
shares
|
$478,958
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
5,118
shares
|
$478,584
0.12% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,114
shares
|
$478,210
0.33% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,100
shares
|
$476,901
0.1% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
5,089
shares
|
$475,872
0.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5,047
shares
|
$471,944
0.03% of portfolio
|
Q1 2025
Added 1290.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,039
shares
|
$471,196
0.05% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,035
shares
|
$470,822
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$468,017
0.11% of portfolio
|
Q1 2023
Reduced 45.14%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
5,004
shares
|
$467,924
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
5,000
shares
|
$467,550
0.07% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
5,000
shares
|
$467,550
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,000
shares
|
$467,550
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,998
shares
|
$467,362
0.0% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
4,996
shares
|
$467,175
0.42% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,985
shares
|
$466,147
0.03% of portfolio
|
Q3 2022
Reduced 28.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,984
shares
|
$466,053
0.0% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,927
shares
|
$460,723
0.3% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,926
shares
|
$460,630
0.15% of portfolio
|
Q3 2022
Reduced 0.22%
|